Vice President, Client Relationship Manager
Company: Lido Advisors
Location: Mequon
Posted on: April 4, 2026
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Job Description:
Lido Advisors, LLC, an established and expanding wealth
management firm, is looking to hire an experienced Vice President,
Client Relationship Manager. The Vice President, Client
Relationship Manager is responsible for providing the highest level
of wealth management services to Lido’s clients. Working hand in
glove with the Senior Wealth Manager, this person must be
detail-oriented, analytical, and passionate about client service
and investments. The Vice President, Client Relationship Manager
will directly support the Senior Wealth Manager’s existing book of
clients, acting as an essential and indispensable resource to both
Lido clients and the Senior Wealth Manager. Lido’s clients will
benefit from an in-house, comprehensive, and differentiated
approach to wealth advisory services, including legacy and estate
planning, tax advisory, bespoke alternative investments, and
proprietary equity and fixed-income strategies. Lido offers a
flexible work environment, supports personal and professional
growth, and embraces a culture of supporting each other, our
communities, and our clients. This is a hybrid role, working in the
office 4 days per week, or at the discretion of the Senior Wealth
Manager. Duties and Responsibilities Serve as a main point of
contact for the Senior Wealth Manager’s client base; anticipating
client needs, addressing and resolving client questions or
inquiries, and cultivating deep relationships through superior
client service and follow up. Prepare information and presentations
for prospective client and existing client meetings, including the
collection of financial, investment, and tax related documents,
completing financial analyses, and creating presentation and
proposal materials for meetings. Coordinate the deployment of
investments for new client allocations and portfolio rebalances.
Execute and reconcile trades as directed by the Senior Wealth
Manager. Address client cash management needs to ensure sufficient
funds are available to meet investment requirements. Maintain an
in-depth knowledge of the firm’s investment strategies and ensure
adherence to allocation and compliance policies. Set prospective
and existing client appointments for the Senior Wealth Manager. Log
call/meeting notes and track the completion of daily tasks in the
firm’s relationship management system. Prepare reports and
materials for client reviews. Travel for client meetings, as
needed. Requirements - Bachelor’s degree - 2 years of experience in
the wealth management industry or related field - Any experience in
a client-facing capacity - Series 65 or equivalent is required or
must be attained within the timeframe determined by manager (CFP®
registrants are exempt from this requirement) - The ideal candidate
is a self-starter and team player who is comfortable taking
initiative, technically strong with investments, has strong follow
up skills, and has superior communication skills. Excellent written
and verbal communication is a must. - Experience with Microsoft
Excel We are an equal opportunity employer. All applicants will be
considered for employment without attention to race, color,
religion, sex, sexual orientation, gender identity, national
origin, veteran or disability status, or any other class protected
by federal, state or local law. In addition, we do not discriminate
against qualified applicants with arrest or conviction records.
LI-JM1
Keywords: Lido Advisors, Buffalo Grove , Vice President, Client Relationship Manager, Accounting, Auditing , Mequon, Illinois
